See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,136 | $59,107-59.2% | $86,436-72.1% | $68,494-64.8% |
| Participation rate | 88.3% | 75.2%+13.1pp | 80.3%+8.0pp | 67.9%+20.4pp |
| Annual return | -13.63% | -0.23%-13.4pp | 4394.89%-4408.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,282 | $5,901+40.3% | $6,952+19.1% | $4,027+105.6% |
| Admin fee / account holder | $2,857 | $5,637-49.3% | $6,731-57.6% | $5,403-47.1% |